Growth Outlook and Business Cycle

Third Report of 2014-Q2 GDP

written by Michael Lewis on September 26, 2014

FMI’s analyses of this morning’s Third Report of 14Q2 GDP.

A Graphic Presentation of FMI Key Economic Trends

written by Michael Lewis on September 26, 2014

FMI’s end-of-the-month report for September: Graphic Summary of Economic Trends.

FMI Weekly Data Preview: September 22-26

written by Michael Lewis on September 22, 2014

FMI’s Preview of this week’s major data reports. The week started slowly with August Existing Home Sales reported down almost -2% to 5.05 mm units this morning (seasonally-adjusted at annual rate).

FMI Data Analysis - August 26

written by Michael Lewis on August 26, 2014

Data Round-Up: Real Equipment Spending on Track for +11% Gain in 14Q3

FMI Weekly Data Preview: August 25-29

written by Michael Lewis on August 25, 2014

FMI’s Preview of this week’s major data reports.

Data Round-Up: UI Claims, Regional Surveys Show Healthy Labor Markets

written by Michael Lewis on August 21, 2014

FMI’s reviews of the latest Weekly UI Claims & Rail Traffic data and this morning’s August Philadelphia Fed Regional Manufacturing survey, as well as notes on July Existing Home Sales.

Data Round-Up: Core CPI Continues to Trend Near +2%; Housing Starts Soar

written by Michael Lewis on August 19, 2014

FMI’s analyses of this morning’s July CPI and July Housing Starts data.

FMI Weekly Data Preview: August 18-22

written by Michael Lewis on August 18, 2014

FMI’s Preview of this week’s major data reports. The week began well with this morning National Association of Home Builders sentiment index which rose +2 points to 55 in August, its third straight monthly gain the best level since January.

FMI Weekly Data Preview: August 11-15

written by Michael Lewis on August 11, 2014

FMI’s Preview of this week’s major data reports. With conditions uncertain and likely deteriorating in both Ukraine and the Middle East, geopolitics will continue to be in the forefront.